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Wealth Reviews Jobs (NOW HIRING)

Focus Partners Wealth

Wealth Advisor

Omaha, NE · On-site

$125K - $145K/yr

The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing ... * Assist with client billing reviews to ensure fees are collected in a timely manner

Morton Wealth

Wealth Advisor

Calabasas, CA · On-site

Morton Wealth is currently looking for talented individuals who are interested in future ... Oversee the accuracy of client planning services and review portfolio for recommendations/changes.

Annex Wealth Management

Wealth Manager

Appleton, WI · On-site

Annex Wealth Management - Know the Difference Join Our Growing Team at our new Headquarters in ... Cultivate and lead clients through ongoing relationship reviews to ensure we are meeting and ...

Wealth Architects

Wealth Architect

Mountain View, CA · On-site

$82K - $113K/yr

The Wealth Architect is primarily responsible for the ongoing management and retention of existing ... Review Quarterly Reports (ensure proper titling, benchmarks, billing). * Communicate with Client ...

MAI WEALTH MANAGEMENT, INC.

Wealth Advisor

Independence, OH · On-site

$90K - $120K/yr

GENERAL The Wealth Advisor serves as the primary advisor and relationship manager for an assigned ... Lead regular client review meetings, proactively identifying opportunities for additional value and ...

MAI WEALTH MANAGEMENT, INC.

Wealth Advisor

Ashburn, VA · On-site

$90K - $150K/yr

GENERAL The Wealth Advisor serves as the primary advisor and relationship manager for an assigned ... Lead regular client review meetings, proactively identifying opportunities for additional value and ...

Brophy Wealth Management, LLC

Wealth Manager

Bedford, NH · On-site

$100K - $150K/yr

Brophy Wealth Management, LLC 30+ Years of Client-First Financial Planning -- Join a Firm Where ... Conduct comprehensive financial reviews and deliver clear, actionable strategies. * Provide ...

Corient Private Wealth LLC

Wealth Advisor

Houston, TX · On-site

... wealth for future generations, and provide for the people, causes and communities they care about ... Manage the client service experience and team, coordinate tasks, review deliverables, and spearhead ...

Argent Financial Group

Wealth Advisor

San Antonio, TX · On-site

Wealth Advisor General A Wealth Advisor plays a pivotal role in managing and growing relationships ... Develop Investment Policy Statements (IPS) and conduct annual reviews and updates, ensuring ...

Argent Financial Group

Wealth Advisor

Raleigh, NC · On-site

Wealth Advisor General A Wealth Advisor plays a pivotal role in managing and growing relationships ... Develop Investment Policy Statements (IPS) and conduct annual reviews and updates, ensuring ...

HSBC Global Services Limited

The identification of opportunities for wealth reviews and delivering wealth solutions as an adviser are amongst the key activities to achieve your goals as complied with local regulatory requirement.

Boutique Recruiting

Wealth Advisor

Atlanta, GA · On-site

Comprehensive benefits can be reviewed at the provided benefits website If you are a Wealth Advisor looking to take the next step in your career, apply now! #LI-MB1 #LI-SB1

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Wealth Reviews information

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$75K

$97.7K

$117K

How much do wealth reviews jobs pay per year?

As of Jul 7, 2026, the average yearly pay for wealth reviews in the United States is $97,727.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,500.00 and $109,000.00 per year, depending on experience, location, and employer.

What are some common challenges faced by professionals in Wealth Reviews, and how can they be managed effectively?

Professionals in Wealth Reviews often encounter challenges such as staying updated with evolving regulatory requirements, managing complex client portfolios, and balancing thorough due diligence with timely service delivery. Effective management involves ongoing training, leveraging compliance resources, and using robust digital tools to streamline documentation and analysis. Strong communication with both clients and internal teams is also crucial to ensure accuracy and build trust throughout the review process.

What are Wealth Reviews?

Wealth Reviews are comprehensive assessments of a client's financial situation, typically conducted by financial advisors or wealth managers. These reviews evaluate assets, liabilities, income, expenses, and investment portfolios to ensure that financial strategies align with the client’s goals. The process often includes analyzing risk tolerance, estate planning, tax considerations, and retirement planning. Wealth Reviews help clients optimize their financial plans and make informed decisions about their future. Regular reviews are recommended to adapt to changing life circumstances and market conditions.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client portfolios, specialized expertise, or working in high-net-worth markets. Achieving this level of income typically requires years of experience, strong sales skills, and often certifications like the CFP or CFA. Compensation varies based on commission, fees, and the firm’s structure.

Is wealth Enhancement a good company to work for?

Wealth Reviews as a job role involves evaluating financial products and services, often requiring analytical skills and attention to detail. The work environment and employee satisfaction can vary, so researching company reviews and employee feedback can provide more insight into the company's work culture and reputation.

What are the key skills and qualifications needed to thrive as a Wealth Review Analyst, and why are they important?

To thrive as a Wealth Review Analyst, you need a solid background in finance, investment analysis, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with financial planning software, portfolio management systems, and customer relationship management (CRM) tools is typically required. Strong analytical thinking, attention to detail, and effective communication skills set top performers apart in this role. These capabilities ensure accurate assessments, tailored financial recommendations, and trust-building with clients, which are critical for client satisfaction and regulatory adherence.

Is wealth.com a good company to work for?

Wealth Reviews is a role focused on evaluating financial products and services, not a company. If you are referring to a specific company named Wealth, it is advisable to research employee reviews, company culture, and benefits on platforms like Glassdoor for a comprehensive understanding.

What is the difference between Wealth Reviews vs Financial Advisor?

AspectWealth ReviewsFinancial Advisor
CredentialsMay include certifications like CFP, CFA, or industry-specific reviewsTypically requires CFP, CFA, or similar financial planning certifications
Work EnvironmentOnline platforms, review sites, or consulting firmsClient offices, banks, or independent practices
Employer & Industry UsageUsed by consumers to evaluate financial servicesHired by clients for personalized financial planning
Search & Comparison IntentResearching reputation and service quality of financial professionalsSeeking personalized financial advice and planning

Wealth Reviews primarily focus on evaluating and comparing financial professionals or firms based on client feedback and service quality. Financial Advisors, on the other hand, provide personalized financial planning and investment advice directly to clients. While both are related to financial services, Wealth Reviews help consumers make informed decisions about which Financial Advisor to choose.

Is working in wealth management worth it?

Working in wealth management as a financial advisor or analyst can be rewarding due to high earning potential and client interaction, but it often requires strong interpersonal skills, certifications like the CFP, and long hours. The profession offers opportunities for career growth and specialization, but job satisfaction depends on individual goals and work environment.
More about Wealth Reviews jobs
What cities are hiring for Wealth Reviews jobs? Cities with the most Wealth Reviews job openings:
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Wealth Reviews jobs near you
Infographic showing various Wealth Reviews job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 90% Full Time, 7% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $97,727 per year, or $47 per hour.

Wealth Advisor

Focus Partners Wealth

Omaha, NE • On-site

$125K - $145K/yr

Other

Medical, Dental, Vision, Life, Retirement

Posted 21 days ago

Job description

Position Summary

Focus Partners Wealth is seeking a Wealth Advisor. The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing. They serve our clients by putting clients' needs first and with a sense of urgency. Wealth Advisors take a holistic planning first approach to fulfilling clients' financial goals. They do this by first listening to and understanding each client's unique complexities and desires, before acting. The Wealth Advisor will lead a team and model excellence in financial planning knowledge, skill, and team development. They will initiate conversations and coordinate action plans in all aspects of a client's financial life including goals-based planning, taxation, estate planning, and retirement.

Primary Responsibilities 

Leadership

  • Actively partner with Advisory Leadership team in setting, executing, and evolution of the advisory team's business plan.
  • Have both a tactical (short term) and strategic (long term) approach to team development and growth
  • Establishes the optimal client experience and collaborates with team members to ensure the highest level of service
  • Provides feedback and opportunities for development of Associate Wealth Advisors
  • Takes ownership and accountability for client issues that arise
  • Leads by example and actively participates in firm initiatives and carries forth the core values of the firm

Client Experience 

  • Serve as Primary advisor on 50%+ of client relationships
  • Proficient in all areas of planning and implementing financial plans for clients
  • Develops a mastery of Focus Partner Wealth's (FPW) investment philosophy
  • Active utilization of FPW's client experience framework
  • Conducts Client Discovery and Wealth Planning Conversations
  • Identify advanced planning opportunities and develop internal best practices
  • Create, edit, and present financial plans through planning software
  • Create a holistic investment strategy for each client, monitor risk tolerance over time as needed
  • Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.
  • Assist with client billing reviews to ensure fees are collected in a timely manner
  • Consistently document client interactions and manage follow-up using the client relationship management (CRM) platform.
  • The ability to meet with clients in person. Some travel may be required

Business Development

  • Consistently meets and exceeds revenue and growth goals
  • Develops multiple Centers of Influences which are active client referral sources
  • Ability to develop new business independently and in a team environment
  • Manage individual and team prospect pipeline, including the onboarding of new clients

Qualifications

  • Bachelor's Degree
  •  7+ years of advisory experience in the wealth management industry
  • CFP or equivalent (ChFC or CPA + PFS) required
  •  Proven Business Development Skillset
  •  Mastery of investment strategies, risk management, tax planning, and estate planning
  • Proven experience in financial analysis, modeling, and strategic planning
  • Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients
  • Team-oriented approach
  • Knowledge of financial services industry, financial products, and financial planning concepts
  • Clean U4

This is an exempt position. The annualized base pay for this role is expected to be $125,000 - $145,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

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